XERPIUM SALES

Summary

Sales Management Ecosystem

XERPIUM SALES is the most complete sales & CRM solution — from quotation, SO, automatic workflow, tier validation, product recommendation, blanket order, invoice plan, loyalty program, sales commission, dynamic stage, to reporting.

📄

Order Type & Revision

⚡

AUTO

Workflow Engine

🛒

LOYALTY

Promo & Rewards

📈

REPORT

Sales Analytics

Core

Core Sales Features

📄

Quotation & Sale Order

Order Type — Typology with custom sequence, journal, warehouse, payment terms, price list, incoterm, route, team
Revision — Full revision tracking: cancel old + create new draft, unique constraint
Archive — Archive locked/done orders, prevent archiving draft/sent
Cancel Reason — Reason codes, optional email on cancel
Auto Cancel — Cron-job auto-cancel expired quotations by validity period
Validity — Automatic validity days, expire quotes after period

⚡

Automatic Workflow

Process Workflow — Configurable automation: validate order, send email, create invoice, validate invoice, register payment, mark done
Domain Filter — Per-step domain filter, team override, journal override
Force Invoiced — Option to auto-force invoiced status
Periodicity — Time-interval scheduling for workflow execution
Stock Integration — Auto create & validate stock picking
Queue Jobs — Execute auto-workflow async via queue jobs

✅

Tier Validation & Exception

Tier Validation — Multi-level approval: Supervisor → Manager → Director
Notifications — Requested, accepted, rejected subtypes per tier
Exception Rules — Configurable rules blocking confirmation on match
Popup Warning — Popup on draft confirm for warnings
Credit Check — Warning when over credit limit on partner change
Discount Check — Discount validation per scheme

💰

Invoicing & Payment

Advance Payment — Down payment tracking, residual balance, payment lines
Invoice Plan — Invoice scheduling & planning per terms
Force Invoiced — Force invoice status per line & qty
Invoice Blocking — Block invoicing on certain conditions
Invoice Frequency — Recurring invoice frequency
Split Payment — Split payments on invoices
Payment Sheet — Create payments without full accounting

📷

Screenshot: Sales Core

Sale Order, Automatic Workflow Config, Tier Validation, Invoice Plan, Advance Payment

Features

Pricing, Discount & Product Recommendation

🏷 Pricing & Discounts

Global Discount — % discount at order level
Fixed Discount — Fixed nominal discount
Discount Display — Show discount as amount vs %
Custom Rounding — Custom rounding rules per SO
Price List Surcharge — Show surcharges to customers
Commitment Date — Use commitment date for price list pricing
Packaging — Price list rules by packaging
Currency Rate — Show exchange rate on SO PDF

📈 Product Recommendation

History-based — Recommendations from SO history (by delivery address)
Lookback — Configurable lookback months, # recommendations
Sort Options — Sort by times delivered, units, category, code, name
Price Source — Price list or last sale price
Custom Domain — Custom domain filter for recommendations
Stock Info — QoH info in recommendation wizard
Product Set — Pre-configured bundles for SO, reusable
Multi Add — Multi-product add wizard

🛒 Loyalty & Promotion

Program Rules — Multi-buy, free items, percentage discounts
Order Info — Applied loyalty info on SO
Line Link — Link loyalty programs to generated lines
Suggestions — Suggest promotions in SO line widget
Multi Gift — Multiple gift rewards per promotion
Partner Filter — Customer filter conditions per promotion
Order Type — Restrict loyalty by order type
Incompatibility — Rules between promotions

📈 Sales Target & Commission

Sales Target — Per salesman/month, by amount/qty/per product
Realization — Auto-computed from confirmed SO
Achievement % — Target vs actual, color-coded
Commission Plans — Target/achievement-based, periodicity
Team Plans — Team & personal commission plans
Rate Interpolation — Achievement rates, commission amount interpolation
P&L Link — Links to vit.report_structure

📷

Screenshot: Pricing & Recommendations

Product Recommendation, Loyalty Program, Global Discount, Sales Target, Commission

Delivery & Stock

Delivery, Lot Selection & Multi-Warehouse

🚚 Delivery Split & Sourcing

Split by Date — Separate deliveries per commitment date
Multi-Address — Per-line delivery address
Cancel Restriction — Prevent cancel if stock moves exist
Picking Block — Block delivery creation, configurable reasons
Picking Note — Notes propagated to deliveries
Line Sequence — Propagate line seq from SO to picking
Customer Ref — Customer ref on SO → stock moves
Return Request — Return request from SO
Requested Delivery — Delivery period on SO & lines

📦 Lot & Serial Selection

Lot Selection — Full lot/serial selection on SO lines
Domain Filter — Filter by available quants
Availability Check — Check serial availability at confirmation
Exclude Reserved — Exclude serials reserved in other draft orders
Lot Pricing — Lot-specific pricing per serial
Lot Generator — Lot generation for SO lines
Per-Line Source — Per-line warehouse source location
Secondary Unit — Secondary unit quantities in stock context

Types

Order Types, Tags & Substate

📄 Order Type System

Order Type — Defines: sequence, journal, warehouse, picking policy, payment term, price list, incoterm, route, salesperson, team, analytic account
Auto Compute — Auto-computed from partner/company defaults
Renumber — Renumbers SO on type change
Quotation Number — Different sequence for quotes vs orders
Confirm Message — Confirmation wizard per order type
Substate — Sub-states within main SO stages, mail templates

📈 Tags & Security

Tags — Multi-category labels on SO & lines
Priority — Priority field on SO
Sales Team Security — Channel-based security groups, restrict by team
Readonly Security — Read-only fields for certain roles
Dynamic Stage — Configurable stage: Draft → Sent → Confirm → Done → Cancel
Sync — Auto-sync stage from native state

CRM

CRM — Customer Relationship Management

Complete lead & opportunity management: pipeline, scoring, email integration, activity planning, forecast, reporting.

📈 Lead & Opportunity

Lead Management — Capture leads from website, email, import
Pipeline Kanban — New → Qualified → Proposition → Won / Lost
Probability — Win probability %, expected revenue, closing date
Lost Reasons — Reason codes, win/lost analysis
Duplicate Detection — Duplicate lead/partner detection

👥 Activity & Automation

Activity Planning — Call, email, meeting, todo per opportunity
Email Integration — Incoming/outgoing, template replies
Phone Log — Call logging, notes, follow-up scheduler
Meeting Calendar — Schedule, auto-conflict check
Auto Assign — Lead → salesperson by rules
Email Campaigns — Mass mail, tracking, bounce handling

📊 Pipeline & Forecast

Pipeline View — Visual kanban per stage, drag-and-drop
Revenue Forecast — Forecast based on pipeline probability
Team Pipeline — Per-sales-team target vs actual
Won/Lost Analysis — Win rate per salesperson/product
Stage Analysis — Time in stage, bottleneck detection
Expected Revenue — Weighted amount × probability

📜 Intelligence

Lead Scoring — Automated scoring by source/behavior
Predictive Scoring — AI prediction of lead conversion
Partner Assignment — Auto-assign by territory/industry
Activity Report — Sales activities effectiveness
Subscription — Convert won opp to recurring

📷

Screenshot: CRM Pipeline

Lead Pipeline, Opportunity Kanban, Activity Planning, Forecast, Won/Loss Analysis

Integration

Cross-Module Integration

💰

Sales ↔ Accounting

Automatic invoice on SO confirmation
Advance payment, invoice plan, split payment
Payment sheet without full accounting access
Sales COA, VAT, revenue recognition

📦

Sales ↔ Inventory

Delivery split by date, multi-address
Lot/serial selection on SO lines
Per-line warehouse sourcing
Stock availability & reservation

📦

Sales ↔ Purchase

Auto-cancel PO when SO canceled
Auto-confirm PO when SO confirmed
Dropship integration

📈

Sales ↔ Dashboard

Sales KPI: revenue, orders, avg value
Top products & customers
Monthly revenue trend
AI auto-generate dashboard

🤖

Sales ↔ AI Assistant

Create a quotation via natural language
Check SO & payment status
Generate invoice & reports via chat
100+ tools, 11 languages

⚙

Sales ↔ Dynamic Stage

Draft → Sent → Confirm → Done → Cancel
RBAC per stage, Python hooks
Sync native state, kanban view

Comparison

Why XERPIUM SALES?

Aspect	Sales Standard	XERPIUM SALES
Order Type	✗ None	✓ Custom sequence, warehouse, payment, price list
Automatic Workflow	✗ None	✓ Auto validate, invoice, payment, stock
Tier Validation	✗ None	✓ Multi-level: Supervisor → Manager → Director
Product Recommendation	✗ None	✓ History-based, lookback, multi-sort
Revision Tracking	✗ None	✓ Full revision, cancel-old + new draft
Loyalty & Promo	Limited	✓ Multi buy, gift, incompatibility, filters
Lot Selection	✗ None	✓ Serial on SO lines, availability check
Delivery Split	✗ None	✓ Per commitment date, multi-address
Sales Target	✗ None	✓ Per salesman, product, achievement %
Dynamic Stage	✗ None	✓ Configurable workflow, RBAC

XERPIUMSALES & CRM